Matthew Spellman is a CFP®-certified financial advisor with J.P. Morgan Securities in Phoenix, AZ, and has three years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bryce Dawson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity Brokerage Services, UBS Financial Services, and Key Private Bank. Outside of advising, he is the owner of Jamlin Properties, LLC, a real estate business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios built primarily from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.

Joseph Jaros Jr. is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024. Prior to that, he was employed at Securities America, Inc. for seven years. Outside of his advisory role, he works as an independent contractor rideshare driver for Uber. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers a variety of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment options on both discretionary and non-discretionary bases.

Kevin Purcell is a financial advisor at Robert Baird & Co. based in Scottsdale, AZ. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at the University of Oklahoma, Loyola Academy, and Saints Faith Hope and Charity. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Emily Fiabane is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Royal Alliance Associates, FIS Global, and AXA Equitable. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools, risk assessment, and access to third-party money managers.

Cole Jensen Handley is a financial advisor with Wells Fargo Clearing in Glendale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He also worked briefly with Ironwood Payments in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Arndt is a financial advisor with Equitable Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 36 years of industry experience. Her prior roles include positions at Sagepoint Financial, INC and Arque Capital. She serves as President of the Paradise Valley Villas Homeowner's Association board. Equitable Advisors provides financial planning and investment services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers advisory and brokerage channels, emphasizing a hybrid referral and implementation model with access to multiple third-party asset managers and LPL programs.

Blake Jones is a financial advisor at Edelman Financial Engines with a Series 65 credential and four years of industry experience. Before joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his financial advisory role, he has worked as a delivery driver for Amazon Flex and Uber Eats/Postmates since 2020. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary investment management with a focus on diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Kelton Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and entry-level industry experience. He has been with Wells Fargo Clearing since 2025. Prior to this, he studied at Arizona State University and worked at Discount Tire. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

King Mah is a financial advisor with OSAIC in Peoria, AZ, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has experience with various insurance carriers and Waddell & Reed, Inc. Outside of his advisory role, Mah is employed at Magic Feet Reflexology, where he handles administrative duties and guest services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Susan Roberts is a financial advisor at Osaic Wealth Inc. with six years of industry experience. She holds a Series 66 designation and has worked at several firms including NEXT Financial, Securities America, and Bank of the West. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Sammer Miqbel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments and is currently associated with Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, providing financial planning and investment consulting tailored to client goals. The firm offers a range of advisory programs and supports institutional consulting with tools that incorporate risk profiling and modeling to help illustrate potential outcomes.

Christopher Lanier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 18 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. Lanier also works as a fixed insurance agent outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through its advisory programs and consulting services.

Ginarose Vanasse is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with The Vanguard Group since 2013 and is the owner of Vanawesome Pump LLC, a waste management and remediation services business. Additionally, she has experience as a contracted real estate agent working with buyers and sellers. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach featuring personalized asset allocations built largely from Vanguard funds and ETFs, supported by a digital delivery platform and a team servicing model.

Kevin Naef is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds the Series 63 designation and is based in Sun City, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Hanna is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2018. He previously worked at Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2010 to 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Merrifield is a financial advisor with LPL Financial in Glendale, AZ, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at LPL Financial since 2019 and previously spent 17 years at BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Eileen Reed is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Anthony Patino is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Securities America Advisors. Osaic Wealth serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and offers portfolio management with options for discretionary or non-discretionary control.